Form 5500 · Employee benefit plan · MCCLELLAN, CA
SBM MANAGEMENT SERVICES, LP
SBM MANAGEMENT SERVICES, LP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1375586 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 230 | December | $46,151 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 708 | December | $11,021 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,496 | December | $7,240 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 56 | December | $6,381 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 121 | December | $5,232 |
| METLIFE LEGAL PLANS | — | 180 | December | $4,402 |
| TRIPLE S SALUD, INC. | Health, Dental | 10 | August | $2,636 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 8 | June | $0 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 10,686 | December | $0 |
Questions
Who is SBM MANAGEMENT SERVICES, LP's benefits broker?
Per its most recent Form 5500 Schedule A, SBM MANAGEMENT SERVICES, LP's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SBM MANAGEMENT SERVICES, LP use?
SBM MANAGEMENT SERVICES, LP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 9 disclosed carriers.
When does SBM MANAGEMENT SERVICES, LP's group plan renew?
The most recent Schedule A policy period for SBM MANAGEMENT SERVICES, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SBM MANAGEMENT SERVICES, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.